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Latest Tower Wealth Partners, Inc. Stock Portfolio

$202Million | No. of Holdings #101

Tower Wealth Partners, Inc. Performance

2026 Q2+8.37%
YTD+7.81%
2025+10.93%

About Tower Wealth Partners, Inc. and 13F Hedge Fund Stock Holdings

Tower Wealth Partners, Inc. is a hedge fund based in Lewisburg, PA. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tower Wealth Partners, Inc. reported an equity portfolio of $202.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Tower Wealth Partners, Inc. are BIL, DIAL, CDC. The fund has invested 11.6% of it's portfolio in SPDR SERIES TRUST and 10.9% of portfolio in COLUMBIA ETF TR I. <br><br> The fund managers got completely rid off MEDTRONIC PLC (MDT), ELI LILLY & CO (LLY) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in RTX CORPORATION (RTX), FLEX LTD (FLEX) and TEXAS INSTRS INC (TXN). Tower Wealth Partners, Inc. opened new stock positions in MICRON TECHNOLOGY INC (MU), ISHARES TR (DMXF) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), CME GROUP INC (CME) and SPDR SERIES TRUST (BIL).
Tower Wealth Partners, Inc. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$202Million
  as of Aug 12, 2026

Tower Wealth Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tower Wealth Partners, Inc. made a return of 8.37% in the last quarter. In trailing 12 months, it's portfolio return was 16.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc534,436
ishares tr343,989
ishares tr269,600
woodward inc262,496
monolithic pwr sys inc255,737
watsco inc232,952
first tr exchange-traded fd231,798
cognex corp227,978
New stocks bought by Tower Wealth Partners, Inc.

Additions

Ticker% Inc.
nvidia corporation50.71
cme group inc29.69
spdr series trust27.45
fedex corp24.59
vaneck etf trust19.4
technipfmc plc19.01
duke energy corp new18.32
coca cola co17.92
Additions to existing portfolio by Tower Wealth Partners, Inc.

Reductions

Ticker% Reduced
rtx corporation-29.96
flex ltd-23.38
texas instrs inc-20.3
american express co-16.63
visa inc-14.72
johnson & johnson-7.39
international business machs-7.17
home depot inc-6.65
Tower Wealth Partners, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
medtronic plc-338,802
alcoa corp-224,195
palantir technologies inc-279,980
eli lilly & co-327,438
Tower Wealth Partners, Inc. got rid off the above stocks

Sector Distribution

Tower Wealth Partners, Inc. has about 76% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Financial Services
  • Energy
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Utilities
  • Communication Services
Sector%
Others76
Healthcare7
Technology5.5
Financial Services2.2
Energy2
Consumer Cyclical2
Industrials1.8
Consumer Defensive1.3
Utilities1.1
Communication Services1.1

Market Cap. Distribution

Tower Wealth Partners, Inc. has about 18.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED76.2
MEGA-CAP10.7
LARGE-CAP7.4
MID-CAP5.7

Stocks belong to which Index?

About 22.2% of the stocks held by Tower Wealth Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others77.9
S&P 50016.3
RUSSELL 20005.9
Top 5 Winners (%)%
FLEX
flex ltd
130.3 %
STRL
sterling infrastructure inc
103.4 %
GLW
corning inc
81.3 %
CAT
caterpillar inc
50.2 %
ASML
asml hldg nv
49.7 %
Top 5 Winners ($)$
BIL
spdr series trust
4.2 M
DIAL
columbia etf tr i
2.2 M
IJR
ishares tr
1.8 M
CDC
victory portfolios ii
1.0 M
AFLG
first tr exchng traded fd vi
1.0 M
Top 5 Losers (%)%
T
at&t inc
-28.4 %
CME
cme group inc
-23.0 %
AEM
agnico eagle mines ltd
-23.0 %
CVX
chevron corporation
-19.4 %
XOM
exxon mobil corp
-19.2 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.5 M
OUNZ
vaneck merk gold etf
-0.3 M
T
at&t inc
-0.2 M
CME
cme group inc
-0.2 M
CVX
chevron corporation
-0.2 M

Tower Wealth Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. has 101 stocks in it's portfolio. About 69.8% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Tower Wealth Partners, Inc. last quarter.

$202.56MTotal Value
105Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Tower Wealth Partners, Inc., last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Tower Wealth Partners, Inc.'s holding in Agnico Eagle Mines Ltd over time
0.1%1,322
$205.1K
0.1%
increased 6.79 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tower Wealth Partners, Inc.'s holding in American Centy Etf Tr over time
1%16,292
$2.03M
1%
increased 9.14 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tower Wealth Partners, Inc.'s holding in Vaneck Etf Trust over time
0.24%4,272
$495.5K
0.24%
increased 19.4 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Tower Wealth Partners, Inc.'s holding in First Tr Exchng Traded Fd Vi over time
6.42%355,689
$12.99M
6.42%
decreased 1.06 percentreduced
ALTS
Proshares Tr

Proshares Tr

ALTS
Tower Wealth Partners, Inc.'s holding in Proshares Tr over time
0.86%19,004
$1.74M
0.86%
increased 14 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Tower Wealth Partners, Inc.'s holding in Asml Hldg Nv over time
0.2%202
$401.9K
0.2%
increased 2.54 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Tower Wealth Partners, Inc.'s holding in Spdr Series Trust over time
11.63%197,946
$23.55M
11.63%
decreased 0.16 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Tower Wealth Partners, Inc.'s holding in Spdr Series Trust over time
0.2%4,323
$396.2K
0.2%
increased 27.45 percentadded
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
Tower Wealth Partners, Inc.'s holding in First Tr Exchange-Traded Fd over time
0.11%4,261
$231.8K
0.11%
new position